Anthony joined Baird in 1996; his areas of expertise include comprehensive wealth management including investments, insurance, wealth transfer and retirement planning. Anthony earned a Bachelor’s degree in Mechanical Engineering Technology from MSOE in 1994. He obtained his Certified Financial Planner™ certification in 2004 and has been a member of Baird’s Chairman’s Club since 2006. Anthony has been annually recognized in Milwaukee Magazine as a FIVE STAR Wealth Manager since 2012, by FORBES as a Best in State Wealth Advisor since 2019, and by Barron’s as a Top 1200 Ranked Advisor in 2020 & 2021.

Anthony is active in the community as a past President and board member for the Elmbrook Rotary Club and Foundation, member of Rotary since 1997 and has received multiple Paul Harris Fellow awards. Anthony is a board member for the Boy Scouts of America - Potawatomi Area Council. He is also actively involved with St. Gabriel Church and School. Anthony and his wife Jodi reside in Hubertus with their children, Nicolas, Zachary, and Ashlee. He also enjoys hunting, fishing, hiking, and biking with his family.

Most recent Forbes/SHOOK Research Best-In-State Wealth Advisor award issued April 8, 2025. Rankings based on data as of June 30, 2024. Most recent Five Star Professional award was issued on 6/1/25 by Five Star Professional for the time period 9/18/2024 through 2/28/2025. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers, but a fee was paid for use of marketing materials. 2021 Barron’s “Top 1,200 Financial Advisors” award issued March 12, 2021. Rankings based on data as of September 30, 2020.

Chad joined Baird in 1999 and focuses on financial planning, including investment management, retirement, insurance and wealth transfer planning. He specializes in assisting retirees and pre-retirees develop strategies to achieve their financial goals. Chad earned a bachelor’s degree with a major in business and a minor in statistics from Winona State University in 1999. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2008, recognized in Milwaukee Magazine as a FIVE STAR Wealth Manager since 2012, and by Forbes as a Best In State Wealth Advisor since 2022.

Chad and his wife Rachel live in Pewaukee with their three children, Vayda, Vincent, and Vaughn. Chad volunteers his time coaching youth basketball and baseball in the Waukesha area. He has been a WIAA High School Basketball official since 2000. In his free time, Chad enjoys recreational sports, travel, fitness, and spending time with family.

Most recent Forbes/SHOOK Research Best-In-State Wealth Advisor award issued April 8, 2025. Rankings based on data as of June 30, 2024. Most recent Five Star Professional award was issued on 6/1/25 by Five Star Professional for the time period 9/18/2024 through 2/28/2025. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers, but a fee was paid for use of marketing materials.

Bill has been a financial advisor for more than three decades. He joined Baird as a Branch Manager in 2000. As a Senior Vice President, he helps clients look beyond market cycles to create comprehensive, long-term strategies that help them reach their financial goals. These include retirement, wealth transfer and philanthropic interests. Bill received his master’s and doctoral degrees from the University of Illinois at Urbana-Champaign and earned the CERTIFIED FINANCIAL PLANNER^TM certification in 1989. He has been recognized in Milwaukee Magazine since 2012 as a FIVE STAR Wealth Manager (most recently issued on June 1, 2025 by Five Star Professional for the time period Sept 18, 2024 through Feb 28, 2025). Bill and his wife Paula live in Brookfield, where he enjoys music, reading and trying to keep track of his four adult children and six grandchildren. Bill previously served on the boards of the String Academy of Wisconsin and the Franklin Educational Foundation.

Anna joined Baird in August of 2020, after more than 7 years at her previous financial planning firm.

She received a bachelor’s degree in Finance with an emphasis in Financial Planning from the University of Wisconsin-Whitewater. Her creative side wanted a challenge also, so she added a minor in Music. She obtained her CERTIFIED FINANCIAL PLANNER™ certification in 2016.

Anna resides in Mukwonago and enjoys remote backpacking trips, rock climbing, hiking the mountains of Colorado, and playing trumpet. She belongs to three local music groups and serves on the board of one of those groups, Gracenotes Symphonic Community Orchestra.

Sheryl brings over 30 years of industry experience to the team. She joined Baird in 1997, and spent time developing her expertise with teams in the Milwaukee-PWM Branch, Operations, and Technology Best Practices. During this time Sheryl was heavily involved in several Associate Resource groups, focused on making Baird the best place for all associates. Sheryl is fully registered and leads the team in client support as a dynamic group of advisors requires a high level of organization and training to assure fluid client experiences.

Sheryl and her husband, Randy, live in Greenfield, Wisconsin. They enjoy the outdoors and spending time with their children, Samantha, Madison, Hunter, and their granddaughter Emersyn.

Andrew has been at Baird for seven years. He graduated from Illinois State University with a Bachelor of Science in Economics. He possesses the SIE, Series 7 & Series 66 Licenses. Andrew earned the CERTIFIED FINANCIAL PLANNER™ certification in 2025.

 Andrew’s mission is to apply his exceptional client service, knowledge, and work ethic to realize the client’s objectives. Andrew’s goal is to educate clients and help make the administration process easy to understand.

Andrew lives in Sussex, Wisconsin. In his free time, he enjoys cooking for his family, going on walks with his wife Alex, and playing with his children Paul and Julia.

Jenna has been with Baird for 5 years and is fully registered obtaining her SIE, Series 7, and Series 66 licenses. Jenna takes pride in providing exceptional customer service. Her goal is to make a genuine connection with every client and leave a positive impact.

Jenna attended the University of Wisconsin-Whitewater where she earned her Bachelor of Business Management. Jenna and her husband, Mike, live in Eagle with their two daughters Aubrey and Addison. They also have two dogs Montgomery and Gunnar. Jenna enjoys spending time with family and loves being outdoors including being on the lake in the summer months.

Nadya Tenges joined Baird in March of 2024. She graduated from the University of Wisconsin - Milwaukee with a Bachelor of the Arts degree, majoring in History. After joining Baird she obtained her FINRA SIE, Series 7, and 66 licenses.

Nadya lives in Milwaukee and enjoys exploring the city as well as music and playing instruments, learning languages, and painting.

Tracy has been at Baird for over 25 years and has experience in a vast array of client and internal support roles. She received her bachelor's degree from the University of Wisconsin-Stout. 

Tracy resides in New Berlin with her husband Mark. She has two grown daughters and a son-in-law. She enjoys spending time with family & friends, cooking and watching the Milwaukee Brewers.

Alyssa joined Baird in April 2025. She attended St. Norbert College, where she earned her Bachelor of Business Administration degree with a concentration in marketing. Her organizational skills and attention to detail allow her to stay focused while keeping the bigger picture in mind. A key part of her role on the team is leading marketing efforts. She is currently studying to obtain her SIE, Series 66, and Series 7 licenses.

Alyssa lives in Oconomowoc, WI. Outside of work, she enjoys playing volleyball, hiking, traveling to new places, and spending time with her younger brothers and parents.